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Level Four: Intermediate Concepts
Level Four: Intermediate Concepts
Level Four: Philanthropy
Difficulty Level: High
To establish a private foundation, you will probably need at least _____
$50,000 to $220,000
$2 million to $3 million
$10 million to $20 million
None of the above
According to the 2016 U.S. Trust Study of High Net Worth Philanthropy, how many high net worth households give to charities?
12%
31%
62%
91%
Under terms of a charitable remainder annuity trust _____
The donor receives payments and the charity receives the remainder
The charity receives payments and the donor or heirs receive the remainder
The donor and charity split all payments and remainder
None of the above
Charitable gifts of appreciated property _____
Are deductible and can help avoid capital gains
Are deductible but have no effect on capital gains
Can help avoid capital gains but are not deductible
None of the above
According to the Council on Foundations, how many foundations in this country are believed to be family-managed?
Approximately one-quarter
Approximately one-third
Approximately two-thirds
None of the above
Answers
b
d
a
a
c